Shira Ridge Wealth Management decreased its stake in Vanguard Utilities ETF (NYSEARCA:VPU – Free Report) by 2.2% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 28,135 shares of the company’s stock after selling 647 shares during the period. Vanguard Utilities ETF makes up 2.5% of Shira Ridge Wealth Management’s investment portfolio, making the stock its 12th largest holding. Shira Ridge Wealth Management’s holdings in Vanguard Utilities ETF were worth $4,000,000 as of its most recent filing with the Securities & Exchange Commission.
A number of other institutional investors have also recently added to or reduced their stakes in VPU. JPMorgan Chase & Co. grew its holdings in Vanguard Utilities ETF by 64.2% in the first quarter. JPMorgan Chase & Co. now owns 2,867 shares of the company’s stock valued at $464,000 after purchasing an additional 1,121 shares during the last quarter. Bank of New York Mellon Corp raised its position in Vanguard Utilities ETF by 16.2% during the first quarter. Bank of New York Mellon Corp now owns 7,647 shares of the company’s stock worth $1,238,000 after acquiring an additional 1,065 shares during the last quarter. Mather Group LLC. acquired a new position in Vanguard Utilities ETF during the first quarter worth about $477,000. Flow Traders U.S. LLC purchased a new stake in shares of Vanguard Utilities ETF in the first quarter valued at about $2,099,000. Finally, Nelson Van Denburg & Campbell Wealth Management Group LLC grew its position in shares of Vanguard Utilities ETF by 279.7% in the first quarter. Nelson Van Denburg & Campbell Wealth Management Group LLC now owns 653 shares of the company’s stock valued at $105,000 after purchasing an additional 481 shares during the last quarter.
Vanguard Utilities ETF Price Performance
Shares of VPU opened at $140.50 on Tuesday. Vanguard Utilities ETF has a 1-year low of $131.72 and a 1-year high of $163.65. The firm has a 50 day simple moving average of $140.42 and a 200-day simple moving average of $143.87. The stock has a market cap of $5.06 billion, a price-to-earnings ratio of 23.10 and a beta of 0.54.
About Vanguard Utilities ETF
Vanguard Utilities ETF (the Fund) is an exchange-traded class of shares issued by Vanguard Utilities Index Fund. The Fund tracks the performance of Morgan Stanley Capital International United States Investable Market Utilities Index, an index made up of stocks of large, medium-size and small United States companies in the utilities sector, as classified under the Global Industry Classification Standard (GICS).
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